Creating a single report summarizing multiple areas of an account has been invaluable for us. You can pull in sales information, contact data, and usage information from our subscription service into one Conga report, which an account executive can quickly review instead of hunting for all the pieces. Additionally, from a contracting standpoint, creating consistent, formal contracts that display all the necessary information in the required format is crucial. I recommend the solution and advise you to go through the training to learn how to configure and set up templates or get someone with experience in it. It would help if you knew how to structure it and the end-to-end process. It would speed things up for us if we had a dedicated resource to manage it, but it's doable if you're on a smaller scale. It's just going to take a little bit of relearning each time. Overall, I rate the solution a nine out of ten.
